Other · DOL Form 5500 · 2024
Vanderbilt University Retirement Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 7,926
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $316,216
- Avg per participant High balance/head
Official DOL plan name: Vanderbilt University Retirement Plan · Sponsored by Vanderbilt University · Tennessee · Educational Services
$2.5B in assets, 7,926 participants
Vanderbilt University's Vanderbilt University Retirement Plan reported $2.5B in total assets and 7,926 participants in its 2024 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,608 in Educational Services (3,638 peers)
Coverage in Tennessee
Vanderbilt University Retirement Plan covers 7,926 participants in Tennessee, 7.0x the typical Tennessee plan (state average ~1,126 per filing). Assets: $2.5B.
- #3,608
- in Educational Services (3,638 peers)
- +8.2%
- assets growth YoY
- 25×
- vs typical plan assets (national mean)
Vanderbilt University Retirement Plan's outsized position by total assets
Vanderbilt University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,506,327,745 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Vanderbilt University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vanderbilt University Retirement Plan lands in the large band (7,926 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vanderbilt University Retirement Plan reported net income fell from $246M in the plan year 2023 filing to $190M in the plan year 2024 filing.
- Vanderbilt University Retirement Plan reported participants rose from 6,887 in the plan year 2023 filing to 7,926 in the plan year 2024 filing.
- Vanderbilt University Retirement Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.5B in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 620476822 · Vanderbilt University PY 2024 · Other
Vanderbilt University Retirement Plan · $2.5B · 7,926 · 99th
- SCH $2.5B
- SCH 7,926
- SCH 99th
- SCH Other
- SCH near The Children's Hospital of Philadelphia Retirement Savings Plan
- SCH ind #3608
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Tennessee →
Vanderbilt University Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $190M |
| Employer EIN | 620476822 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vanderbilt University)
Sponsor-wide plan assets over time
All Vanderbilt University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 21.08149126049191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,874 | $2.1B |
| 2023 | 1 | 6,887 | $2.3B |
| 2024 | 1 | 7,926 | $2.5B |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
- University Health System, Inc. 403(b) Plan $446M · 5,436
Scale composition for Vanderbilt University Retirement Plan
Vanderbilt University Retirement Plan reports $2.5B in end-of-year assets across 7,926 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $316,216 per participant (2.3x the national average assets-per-participant) . Net income for plan year 2024 was $190M.
This plan identity (EIN 620476822, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.5B (+21.1%) while covered participants moved from 6,874 to 7,926 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,874 | $2.1B | Open filing |
| 2023 | 6,887 | $2.3B | Open filing |
| 2024 · index core | 7,926 | $2.5B | This page |
Vanderbilt University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is The Children's Hospital of Philadelphia Retirement Savings Plan in PA ($2.5B); by covered participants it is Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan in NY (7,983 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) $2.5B · 19,571
- University Hospitals Health System 403(b) Matched Retirement Savings Plan (OH) $2.5B · 27,009
- Mainehealth 403(b) Retirement Plan (ME) $2.5B · 22,911
- Georgetown University Defined Contribution Retirement Plan (DC) $2.5B · 4,882
Similar participant headcount
Nearest other-state filings by covered participants (7,926 participants); asset peers above are excluded.
- Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan (NY) 7,983 · 57 off
- Midmichigan Health 403b Savings Plan (MI) 8,042 · 116 off
- Presbyterian Homes and Services Tax Deferred Annuity Plan (MN) 7,805 · 121 off
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (IN) 7,792 · 134 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.